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Find The Best Financial Advisors in Charlotte, North Carolina
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How To Find The Best Financial Advisors in Charlotte, North Carolina
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Charlotte, North Carolina, FinancialAdvisor.net is a useful resource. We've compiled a list of the 4 vetted financial advisors and 289 non-vetted financial advisors in Charlotte, North Carolina, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Charlotte, North Carolina have an average of 21 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
List of Qualified Financial Advisors in Charlotte, North Carolina
704-348-9535
Top Financial Advisor Firms in Charlotte, North Carolina (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
|---|---|---|---|---|
| BARINGS LLC 300 S. Tryon Street, Suite 2500 Charlotte, NC, 28202 | 106006 | $307,360,918,170 | 329 | A percentage of AUM, Fixed fees, Performance Based |
| STERLING CAPITAL MANAGEMENT LLC 4350 Congress Street, Suite 1000 Charlotte, NC, 28209 | 135405 | $75,308,954,284 | 3914 | A percentage of AUM, Fixed fees, Performance Based |
| WELLS FARGO INVESTMENT INSTITUTE, INC. 401 South Tryon Street, 2nd Floor, Mac D1050-026 Charlotte, NC, 28202 | 133204 | $51,248,339,997 | 16271 | A percentage of AUM, Fixed fees |
| ALIGHT FINANCIAL ADVISORS, LLC 4828 Parkway Plaza Blvd, Suite 100 Charlotte, NC, 28217 | 158744 | $32,116,659,131 | 232157 | A percentage of AUM, Fixed fees, Other (SET-UP FEES AND RELATED SERVICES) |
| GLOBAL ENDOWMENT MANAGEMENT, LP 224 W Tremont Avenue, Charlotte, NC, 28203 | 157772 | $13,167,403,572 | 29 | A percentage of AUM, Fixed fees, Performance Based |
| ALUMINA INVESTMENT MANAGEMENT 6302 Fairview Road, Suite 520 Charlotte, NC, 28210 | 164273 | $10,679,533,797 | 2 | Fixed fees, Other (FEE DETERMINED AS A % OF CLIENT TOTAL CAPITAL) |
| WEDGE CAPITAL MANAGEMENT LLP 301 South College Street, #3800 Charlotte, NC, 28202-6002 | 106234 | $10,186,000,000 | 263 | A percentage of AUM |
| INDEPENDENT ADVISOR ALLIANCE, LLC 11215 N. Community House Rd., Ste. 775 Charlotte, NC, 28277 | 168267 | $9,830,340,002 | 39278 | A percentage of AUM, Hourly charges, Fixed fees |
| ADHESION WEALTH ADVISOR SOLUTIONS 5925 Carnegie Blvd, Suite 500 Charlotte, NC, 28209 | 143593 | $9,544,246,102 | 30687 | A percentage of AUM |
| RIDGEMONT PARTNERS MANAGEMENT, LLC 101 S. Tryon Street, Suite 3400 Charlotte, NC, 28280 | 157421 | $6,859,441,271 | 24 | A percentage of AUM, Fixed fees, Performance Based |
| ASANA PARTNERS, LP 1616 Camden Road, Suite 210 Charlotte, NC, 28203 | 284477 | $6,301,314,460 | 7 | A percentage of AUM, Performance Based |
| HORIZON INVESTMENTS LLC 6210 Ardrey Kell Road, Ste 300 Charlotte, NC, 28277 | 109552 | $4,045,965,161 | 4003 | A percentage of AUM, Fixed fees |
| AIG CREDIT MANAGEMENT, LLC 101 S. Tryon St, Charlotte, NC, 28280 | 307632 | $3,794,948,992 | 11 | A percentage of AUM, Performance Based |
| PAMLICO CAPITAL 150 N. College Street, Suite 2400 Charlotte, NC, 28202-2397 | 157532 | $3,697,404,704 | 8 | A percentage of AUM, Performance Based |
| STEELE CREEK INVESTMENT MANAGEMENT LLC 201 South College Street, Suite 1690 Charlotte, NC, 28244 | 170209 | $3,433,019,841 | 11 | A percentage of AUM, Performance Based |
Additional Financial Advisors in Charlotte, North Carolina
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
|---|---|---|
| Alexandra Naranjo-Myrick - Morgan Stanley Inquire with Alexandra | 6805 Morrison Blvd, Ste 400 Charlotte, NC 28211 | 704-442-3476 |
| Ash Minor Inquire with Ash | 6805 Morrison Blvd, Ste 400 Charlotte, NC 28211 | 704-442-3438 |
| Benjamin Horn Inquire with Benjamin | 6805 Morrison Blvd, Ste 400 Charlotte, NC 28211 | 704-442-3418 |
| Bret Urbanski Inquire with Bret | 4521 Sharon Rd, Ste 300 Charlotte, NC 28211 | 704-916-6895 |
| Antonich & Associates Inquire with Antonich | 8832 Blakeney Professional Dr, Ste 302 Charlotte, NC 28277 | 704-944-2080 |
| Andy Young Inquire with Andy | 6805 Morrison Blvd, Ste 400 Charlotte, NC 28211 | 704-442-3412 |
| Brandon Whelan Inquire with Brandon | 6805 Morrison Blvd, Ste 400 Charlotte, NC 28211 | 704-571-3224 |
| Brian C Battle Inquire with Brian | 6100 Fairview Rd, Ste 1105 Charlotte, NC 28210 | 704-556-9250 |
| Brolen Davis Inquire with Brolen | 8832 Blakeney Professional Drive, Suite 200 Charlotte, NC 28277 | 704-441-3300 |
| Bradley Thompson Inquire with Bradley | 6805 Morrison Blvd, Ste 400 Charlotte, NC 28211 | 704-442-3490 |
Select other cities around Charlotte, North Carolina to broaden your search for a financial advisor
- Financial Advisors in Apex, North Carolina
- Financial Advisors in Asheville, North Carolina
- Financial Advisors in Charlotte, North Carolina
- Financial Advisors in Durham, North Carolina
- Financial Advisors in Hickory, North Carolina
- Financial Advisors in Raleigh, North Carolina
- Financial Advisors in Wilmington, North Carolina
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